| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.75% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.25% |
Fees may be negotiable, but will never exceed 2.75%.
5210 Maryland Way, Ste 202, Brentwood, TN, 37027
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Bentley owns and operates a beef cattle farm, dedicating a few hours per week to it. He also operates Caldwell Advisors as a DBA for his LPL business and is an IAR for Caldwell Advisors, LLC, spending nearly full-time on these investment advisory services. Bentley also sells non-variable insurance through Dixon Wells, dedicating minimal time to it.